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SKANDIA LAZARD UK SMALLER COMPANIES PF - Fund overview

No Bestinvest rating

Overview of SKANDIA LAZARD UK SMALLER COMPANIES PF

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SKANDIA LAZARD UK SMALLER COMPANIES PF does not fall into either of these categories at present.

Standard Initial Charge

0.00% 0.00%

Fund summary

Sector	–
Product type	PENSION FUND
Launched	October, 2001
Size	£2m
Yield	0.0%
Charging basis	–
Dividends paid	–
Bid price	248.20p

Fund Charges

Standard Initial charge	0.00%
Initial charge via Bestinvest	0.00%
Additional bid/offer spread	4.98%
Annual management charge	1.80%
Total expense ratio	1.80%
Reduction in yield (10yr)	2.30%

Bestinvest says

No information available.

Portfolio

skandia lazard uk smaller companies pf asset allocation illustration

Allocation		Proportion

	Equity	97%
	High yield bonds	–
	Quality bonds	–
	Property	–
	Commodities	–
	Hedge	–
	Fund cash	3%

skandia lazard uk smaller companies pf equity geographic illustration

Allocation		Proportion

	UK	100%
	Europe	0%
	Nth America	0%
	Japan	0%
	Pacific	0%
	Other Equity	0%

skandia lazard uk smaller companies pf equity capitalisation illustration

Allocation		Proportion

	Large Caps	0%
	Mid Caps	31%
	Small Caps	69%

View all performance data for SKANDIA LAZARD UK SMALLER COMPANIES PF

Investment process

The fund objective is to achieve capital growth at a greater rate than the Numis Small Companies Index.
The fund's performance target is to outperform the Numis Smaller Companies (ex Investment Trusts) Index by 3% per annum (gross of fees) on a rolling 3 to 5 year basis.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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